{
  "crd_number": 165022,
  "slug": "walker-and-dunlop-investment-partners-inc-denver-co-165022",
  "primary_business_name": "WALKER & DUNLOP INVESTMENT PARTNERS, INC.",
  "legal_name": "WALKER & DUNLOP INVESTMENT PARTNERS, INC.",
  "dbas": [],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-01-02",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 2703389943.0,
  "raum_discretionary": 2038346222.0,
  "raum_non_discretionary": 665043721.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 36,
  "advisory_employees": 35,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 538206611.0,
      "count": 4,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 20000000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 2145183332.0,
      "count": 27
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://walkerdunlop.com/investment-partners",
    "https://wdinvestmentpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165022",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/walker-and-dunlop-investment-partners-inc-denver-co-165022",
  "display_name": "Walker & Dunlop Investment Partners, Inc.",
  "summary": "Walker & Dunlop Investment Partners, Inc. is an SEC-registered investment advisory firm in Denver, CO, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Walker & Dunlop Investment Partners, Inc. (CRD 165022): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Walker & Dunlop Investment Partners, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Walker & Dunlop Investment Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Walker & Dunlop Investment Partners, Inc. located?",
      "a": "Walker & Dunlop Investment Partners, Inc.'s principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Walker & Dunlop Investment Partners, Inc. registered with the SEC or a state?",
      "a": "Walker & Dunlop Investment Partners, Inc. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165022."
    },
    {
      "q": "How much does Walker & Dunlop Investment Partners, Inc. manage?",
      "a": "Walker & Dunlop Investment Partners, Inc. reports $2,703,389,943 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (75% discretionary)."
    },
    {
      "q": "How have Walker & Dunlop Investment Partners, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Walker & Dunlop Investment Partners, Inc.: Regulatory assets under management: $1,272,755,407 in the October 2021 data and $2,703,389,943 in the October 2026 data, up 112%. Total employees: 32 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Walker & Dunlop Investment Partners, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27); insurance companies (4); other investment advisers (1)."
    },
    {
      "q": "Which custodians does Walker & Dunlop Investment Partners, Inc. use?",
      "a": "Walker & Dunlop Investment Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital One Bank, N.A., Computershare Corporate Trust, JPMorgan Chase, PNC Bank and Wells Fargo Bank, N.A. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Walker & Dunlop Investment Partners, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165022"
    },
    {
      "q": "What changed in Walker & Dunlop Investment Partners, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists the business name JCR Capital Investment Corporation. Employees performing advisory functions went from 39 to 35. Regulatory assets under management went from $2,341,253,052 to $2,703,389,943 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1272755407.0,
      "total_employees": 32,
      "filing_date": "2021-08-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1327071579.0,
      "total_employees": 35,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1359172884.0,
      "total_employees": 41,
      "filing_date": "2023-07-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1568799346.0,
      "total_employees": 40,
      "filing_date": "2024-07-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2341253052.0,
      "total_employees": 40,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2703389943.0,
      "total_employees": 36,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name JCR Capital Investment Corporation.",
        "Employees performing advisory functions went from 39 to 35.",
        "Regulatory assets under management went from $2,341,253,052 to $2,703,389,943 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Capital One Bank, N.A.",
      "name_as_filed": "CAPITAL ONE BANK, N.A.",
      "affiliated": false
    },
    {
      "name": "Computershare Corporate Trust",
      "name_as_filed": "COMPUTERSHARE CORPORATE TRUST",
      "affiliated": false
    },
    {
      "name": "JPMorgan Chase",
      "name_as_filed": "JPMORGAN CHASE",
      "affiliated": false
    },
    {
      "name": "PNC Bank",
      "name_as_filed": "PNC BANK",
      "affiliated": false
    },
    {
      "name": "Wells Fargo Bank, N.A.",
      "name_as_filed": "WELLS FARGO BANK, N.A.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/walker-and-dunlop-investment-partners-inc-denver-co-165022.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 2145183332.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 20000000.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 4,
      "fewer_than_5": true,
      "raum": 538206611.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165022",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}